LOGO Your Growth Partner 05

Industry Performance

  • Over $2 Billion of annuity premium under management
  • Licensed in all 50 states
  • Representing over 3 dozen leading insurance carriers
  • Products distributed through a nationwide network of Banks, Broker Dealers, Independent Agents and Financial Advisors
  • Over half a million clients served
  • Advisory Board member for multiple top Insurance Carriers

Services

  • Innovative Sales Concepts and Marketing ideas
  • One-on-one product training
  • Customized case design
  • Complete back office support with illustrations and point of sale forms
  • Tracking of new business applications as well as maturing policy holders
  • Post sale policy service needs
  • Agent programs and incentives

Profile

  • Established in 1991
  • Headquartered in Bellevue, Washington
  • 100% independently owned and operated
  • East Coast office established in 2008
 
  • Satellite offices in North East and Mid-West
  • 200+ years of collective insurance industry experience
  • Knowledgeable Internal Marketing Staff
  • Experienced External Wholesalers

 

The Annuity Source, Inc.

11400 SE 8th Street, Suite 430 | Bellevue, WA 98004

3181 Linwood Avenue Suite 20 | Cincinnati, Ohio 45208

800.743.7650